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Monolithic Power Systems
MPWR

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
926
Red Wave Investments
Pennsylvania
$268K – – –
PCA
927
Pallas Capital Advisors
Massachusetts
$267K -$73.6K -49 -20%
PA
928
ProCore Advisors
California
$266K – – –
DWM
929
Dogwood Wealth Management
Kansas
$265K -$240K -160 -45%
BPAMU
930
BTG Pactual Asset Management US
New York
$265K +$288K +192 New
FWCM
931
Ferguson Wellman Capital Management
Oregon
$263K +$10.5K +7 +4%
RWP
932
Revolve Wealth Partners
New Jersey
$263K +$7.51K +5 +3%
PUI
933
Purpose Unlimited Inc
$263K +$285K +190 New
VAG
934
VisionPoint Advisory Group
Texas
$261K -$16.5K -11 -6%
QWP
935
Quotient Wealth Partners
Texas
$261K +$7.51K +5 +3%
ATC
936
Argent Trust Co
Tennessee
$260K +$282K +188 New
PWPS
937
Pinnacle Wealth Planning Services
Ohio
$259K -$6.01K -4 -2%
BFS
938
Burr Financial Services
California
$257K +$279K +186 New
LCM
939
LCM Capital Management
Illinois
$257K +$279K +186 New
WA
940
Wealth Alliance
New York
$257K -$18K -12 -6%
OFO
941
OneAscent Family Office
Alabama
$256K +$278K +185 New
TWP
942
Tower Wealth Partners
Pennsylvania
$256K +$278K +185 New
VCM
943
Virtue Capital Management
Tennessee
$254K -$120K -80 -30%
GJWM
944
Gilliland Jeter Wealth Management
Arkansas
$253K – – –
IWA
945
Invera Wealth Advisors
Oregon
$253K – – –
CCA
946
Childress Capital Advisors
Texas
$253K -$24K -16 -8%
DIA
947
Dana Investment Advisors
Wisconsin
$252K +$273K +182 New
SF
948
Summit Financial
New Jersey
$248K +$269K +179 New
KA
949
Klingman & Associates
New York
$246K +$267K +178 New
DCM
950
Donaldson Capital Management
Indiana
$246K +$267K +178 New
36 37
38
39 40